Essential Partners
NL icon

Essential Partners’s NLI Holdings NL Stock Holding History

Essential Partners’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$139 Sell
20
-2
-9% -$13 ﹤0.01% 2657
2026
Q2 		$131 Buy
22
+8
+57% +$49 ﹤0.01% 2708
2026
Q1 		$82 Buy
14
+5
+56% +$30 ﹤0.01% 2744
2025
Q4 		$49 Sell
9
-9
-50% -$51 ﹤0.01% 2637
2025
Q3 		$111 Buy
18
+15
+500% +$95 ﹤0.01% 2484
2025
Q2 		$19 Buy
+3
New +$23 ﹤0.01% 2225

Other funds holding NL

Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's NL Position: Q3 2026 in Review

Essential Partners reduced its NLI Holdings (NL) stake by 9.1% in Q3 2026, selling an estimated $13 and leaving 20 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Essential Partners first reported a position in NL in Q2 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold NL as of Q3 2026.

  • Essential Partners held 20 shares of NLI Holdings worth $139 as of Q3 2026.
  • Essential Partners sold 2 NLI Holdings shares in Q3 2026, an estimated $13.
  • NLI Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2657 holding.
  • Essential Partners first reported a position in NLI Holdings in Q2 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held NLI Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.